Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
LOPW
2726
Live Oak Private Wealth
North Carolina
$578M +$45.5M +9% 7.92% 49.3% 174
MAM
2727
Marquette Asset Management
Minnesota
$577M +$33.9M +6% 6.62% 53.3% 214
1SAMC
2728
12th Street Asset Management Company
Tennessee
$577M +$44.9M +8% 11.1% 74.6% 35
PIM
2729
Paradice Investment Management
Colorado
$577M -$219M -28% 11.4% 44.7% 50
EFL
2730
ERn Financial LLC
Wisconsin
$577M +$47.9M +9% 6.83% 47.8% 174
VCP
2731
Varenne Capital Partners
France
$576M +$342M +146% 18.3% 74.8% 22
TAIM
2732
Te Ahumairangi Investment Management
New Zealand
$576M +$47.6M +9% 8.41% 55% 90
SH
2733
Spear Holdings
United Arab Emirates
$575M 15.3% 12
JBA
2734
Johnson Bixby & Associates
Washington
$575M +$45.6M +9% 5.23% 34.3% 121
A
2735
AlphaQuest
New York
$575M +$104M +22% 3.68% 1,851
TC
2736
Toews Corporation
New Jersey
$575M +$154M +36% 2.5% 26% 17
GCIA
2737
Gabelli & Co Investment Advisers
New York
$575M +$41.8M +8% 10% 244% 304
OWA
2738
One Wealth Advisors
California
$575M +$55.3M +11% 6.24% 57.1% 262
CA
2739
Claro Advisors
Massachusetts
$575M +$114M +25% 9.64% 76.1% 440
IIC
2740
Ironwood Investment Counsel
Arizona
$573M +$38.4M +7% 8.42% 58.5% 264
OQS
2741
Occudo Quantitative Strategies
Florida
$572M -$164M -22% 9.38% 77.5% 1,089
SCM
2742
Sarissa Capital Management
Connecticut
$572M -$77.3M -12% 12.4% 7.91% 10
IL
2743
Investure LLC
Virginia
$571M -$179M -24% 5.94% 42.4% 16
OAM
2744
Ophir Asset Management
Australia
$571M +$67.2M +13% 16.9% 184% 42
RZH
2745
Relyea Zuckerberg Hanson
Connecticut
$571M +$58.2M +11% 9.18% 71.5% 244
TAM
2746
Titleist Asset Management
Texas
$571M +$31.1M +6% 9.78% 269
KWMG
2747
King Wealth Management Group
Florida
$570M +$52.9M +10% 11.1% 82.6% 151
GA
2748
Gateway Advisory
New Jersey
$570M +$49.2M +9% 5.15% 26% 143
NAMM
2749
NorthStar Asset Management (Massachusetts)
Massachusetts
$570M +$224M +65% 11.8% 78.7% 59
MSWMA
2750
Market Street Wealth Management Advisors
Indiana
$570M +$91.6M +19% 4.92% 31.6% 97